Decker Retirement Planning Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lehi, UT. Its latest Form ADV filing, dated March 26, 2026, reports $360M in regulatory assets under management, 23 employees, 5 offices, and 2,299 accounts.
Assets Under Management
$360M
Employees
23
Offices
5 offices
Total Clients
774
Primary office
LEHI, UT
2889 W ASHTON BLVD., SUITE 125, LEHI, UT, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.1% of total clients.
Top client categories% of clientsClients
1
Individuals
92.1%
713
2
HNWI
7.0%
54
3
Corporations
0.9%
7
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$360Mas of March 26, 2026
Discretionary100.0%
$360M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$360M
Total Accounts2,299
10Y AUM Change+$250M (+228.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee34:1
10Y Employee Change+5 (+27.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.